Benefits for advisors

StradPro 2.0 puts powerful insight at your fingertips. It’s an innovative approach built on a rich tradition, one that fosters better decisions, lasting relationships, and enhanced outcomes for advisors and their clients. Watch how Strad 2.0 can transform your practice and unlock potential for your clients.

For the first time, everything a professional advisor needs to know about a client can be accessed in one place. StradPro 2.0 consolidates all relevant information—their financial, legal, business, and domestic affairs—in a secure online vault. A shared dashboard confidentially connects clients and all their trusted advisors, creating an online Family Office that leverages expertise across many disciplines.

When a client faces one of life’s “what if” situations, you’ll be able to better assess it from every angle in association with their other trusted advisors. Does a decision have tax implications? Find out with an email to your client’s CPA. What about its estate planning consequences? Schedule a phone call or video chat with their appropriate attorney.